How accounting firms use TaxFitness to turn compliance into structured, paid advisory
These case studies show how real accounting firms are using TaxFitness systems - tax planning, Top 20% benchmarking, and advisory frameworks, inside day‑to‑day client work. No theory. No hypotheticals. Just what actually works.
Featured case studies
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Turning year-end compliance into $48,000 of advisory fees
Firm type: Plastering company Client profile: Family group with operating business The problem: Client had $12m annual sales, and minimal profits. The TaxFitness system used 5‑Minute…
Accounting Practice Case Studies
The 5‑Minute Top 20% Benchmarking Conversation
Focus: Business benchmarking
- One‑page benchmark snapshot
- Top 20% comparison instead of averages
- Advisory opportunities quantified in dollars
Why these case studies matter
- Based on real firms and real clients
- Focused on systems, not hero partners
- Designed to be replicated inside other practices
If you can recognise your firm or your clients in these case studies, you can implement the same systems.
Want to See How This Would Work in Your Firm?
- Book a demo to see the systems behind these case studies and how they fit into your existing workflow. Review" to set 12-month action plans.
- Lead Generation: Use the complimentary "Top 20% Industry Insights Report" as a sales tool to engage current clients or prospects and start the advisory conversation.